See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,386 | $138,065+9.6% | $123,544+22.5% | $135,375+11.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.94% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,536 | $5,151-50.8% | $4,628-45.2% | $4,779-46.9% |
| Participant deferral / active EE | $13,375 | $6,799+96.7% | $6,426+108.2% | $5,609+138.5% |
| Admin fee / account holder | $81 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |